Bell Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bell Investment Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$885	Hold	4	–	–	﹤0.01%	1565
2026 Q1	$759	Hold	4	–	–	﹤0.01%	1616
2025 Q4	$725	Hold	4	–	–	﹤0.01%	1627
2025 Q3	$708	Hold	4	–	–	﹤0.01%	1650
2025 Q2	$632	Hold	4	–	–	﹤0.01%	1712
2025 Q1	$604	Hold	4	–	–	﹤0.01%	1699
2024 Q4	$657	Hold	4	–	–	﹤0.01%	1695
2024 Q3	$668	Hold	4	–	–	﹤0.01%	1701
2024 Q2	$610	Hold	4	–	–	﹤0.01%	1743
2024 Q1	$636	Sell	4 -124	-97%	-$18.8K	﹤0.01%	1735
2023 Q4	$19.9K	Buy	128 +124	+3,100%	+$17.2K	﹤0.01%	356
2023 Q3	$543	Hold	4	–	–	﹤0.01%	1758
2023 Q2	$564	Hold	4	–	–	﹤0.01%	1780
2023 Q1	$549	Hold	4	–	–	﹤0.01%	1780
2022 Q4	$555	Hold	4	–	–	﹤0.01%	1766
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1450
2022 Q2	$1K	Buy	+4	New	+$595	﹤0.01%	1470
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1478
2021 Q3	$1K	Buy	+4	New	+$643	﹤0.01%	1424

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bell Investment Advisors's IWN Position: Q2 2026 in Review

Bell Investment Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 4 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Bell Investment Advisors first reported a position in IWN in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.9K in Q4 2023. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Bell Investment Advisors held 4 shares of iShares Russell 2000 Value ETF worth $885 as of Q2 2026.
Bell Investment Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1565 holding.
Bell Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's iShares Russell 2000 Value ETF position peaked at $19.9K in Q4 2023.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.